Cornerstone Planning Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cornerstone Planning Group’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118K	Buy	+4,755	New	+$119K	0.01%	223

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Planning Group's SUSB Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 4,755 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings.

350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Cornerstone Planning Group held 4,755 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $118K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Cornerstone Planning Group position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #223 holding.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.